Sittner & Nelson’s Novo Nordisk NVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Buy |
5,065
+1,319
| +35% | +$91K | 0.14% | 104 |
|
|
2025
Q1 | $260K | Buy |
3,746
+184
| +5% | +$12.8K | 0.11% | 121 |
|
|
2024
Q4 | $306K | Hold |
3,562
| – | – | 0.13% | 99 |
|
|
2024
Q3 | $424K | Hold |
3,562
| – | – | 0.19% | 77 |
|
|
2024
Q2 | $508K | Sell |
3,562
-1,498
| -30% | -$214K | 0.25% | 60 |
|
|
2024
Q1 | $650K | Hold |
5,060
| – | – | 0.33% | 55 |
|
|
2023
Q4 | $523K | Hold |
5,060
| – | – | 0.28% | 61 |
|
|
2023
Q3 | $460K | Hold |
5,060
| – | – | 0.27% | 64 |
|
|
2023
Q2 | $409K | Hold |
5,060
| – | – | 0.22% | 74 |
|
|
2023
Q1 | $403K | Buy |
5,060
+300
| +6% | +$23.9K | 0.23% | 74 |
|
|
2022
Q4 | $322K | Hold |
4,760
| – | – | 0.2% | 93 |
|
|
2022
Q3 | $237K | Hold |
4,760
| – | – | 0.16% | 98 |
|
|
2022
Q2 | $265K | Hold |
4,760
| – | – | 0.17% | 93 |
|
|
2022
Q1 | $264K | Hold |
4,760
| – | – | 0.15% | 91 |
|
|
2021
Q4 | $267K | Buy |
4,760
+1,500
| +46% | +$84.1K | 0.16% | 89 |
|
|
2021
Q3 | $156K | Hold |
3,260
| – | – | 0.1% | 105 |
|
|
2021
Q2 | $137K | Hold |
3,260
| – | – | 0.1% | 112 |
|
|
2021
Q1 | $110K | Hold |
3,260
| – | – | 0.08% | 119 |
|
|
2020
Q4 | $114K | Buy |
+3,260
| New | +$114K | 0.1% | 104 |
|